Institutional Ownership
Presidio Ppty Tr Inc
CUSIP 74102L501COM CL A NEWSQFTQ1 2026
Institutional Holders
9
13F filers
Shares Held
18.0K
Aggregate institutional
Institutional Value
$41.7K
Q1 2026
Net New Holders
-5
0 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased0
Decreased3
Sold out5
Institutional Holders
9 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ketron Financial | 10.5K | $24.4K | −214 | Reduced |
| 2 | Ifp Advisors, Inc | 2.7K | $6.3K | 0 | Held |
| 3 | Wells Fargo & Company/Mn | 1.5K | $3.5K | 0 | Held |
| 4 | Osaic Holdings, Inc. | 1.0K | $2.3K | −249 | Reduced |
| 5 | Alphacore Capital LLC | 841 | $2.0K | 0 | Held |
| 6 | Morgan Stanley | 667 | $1.5K | 0 | Held |
| 7 | Cwm, LLC | 529 | $1.2K | 0 | Held |
| 8 | Ubs Group AG | 128 | $297 | −324 | Reduced |
| 9 | Sound Income Strategies, LLC | 74 | $181 | 0 | Held |